Financial Services Practice Researcher – Executive Search

Egon Zehnder

Financial Services Researcher at Egon Zehnder responsible for leading Executive Search and Advisory projects. Collaborating with teams to deliver human capital solutions for financial services sectors.

Posted 5/20/2026full-timeChicago • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as the lead expert for multiple simultaneous client projects in collaboration with Consultants and other Researchers
Act as a thought partner to the team on all aspects of projects by identifying and developing a rigorous approach and strategy (e.g., priority targets through market research, utilizing data tools, and scoping out parameters to deliver client solutions at scale and scope)
Guide the project team throughout the search processes to drive strategy, candidate solutions and supporting client materials with a consistent focus on quality and speed
Identify, calibrate and prioritize potential candidates through a thorough research process, the internal Firm network and external resources
Work broadly across different Firm offerings to continue developing a well-rounded understanding of our solutions to identify the best solutions for individual client needs
Create high-quality client documentation (e.g., candidate profiles, role specifications, search strategies, assessment and client progress reports, etc.)
Partner with client teams to develop pitch presentations and business development materials, adapting deliverables and solutions to address specific client needs
Proactively initiate, shape, and drive effective business development activities and other business-related projects, including monitoring relevant market shifts in a segment or function, company updates, and people moves
Act as a partner with consultants to build targeted event lists for business development-related dinners, conferences, and other points of connection
Contribute to the Firm’s knowledge management activities by looking for opportunities to share expertise and best practices, developing a network of people within an industry or functional area and recording pertinent information
Develop an area of subject matter expertise, providing strategic guidance and high-quality insights on important trends and topics to support client teams

Requirements

What you’ll need

Bachelor’s degree required
A minimum of 3 years’ professional work experience (post-undergrad)
Demonstrated functional experience of a similar nature (e.g., market research, qualitative or legal research, professional services/consulting, project planning)
Previous project-based experience working effectively on multiple mandates simultaneously
Ability to effectively operate in a fast-paced, client-driven environment
Exceptional critical thinking and analytical skills
Excellent verbal and written communication ability
Demonstrates very strong attention to detail
Relevant experience in one or more areas related financial services, either academic or professional
Affinity and interest in the executive search industry
Superior engagement management abilities and initiative to lead projects with minimal guidance or supervision
Demonstrated ability to push back constructively and offer solutions
Forward-thinking, structured, and process-oriented thinker
Self-starter mentality with good business judgment

Benefits

Comp & perks

🌐 Worldwide Post a Job Affiliates ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs 👤 Account Egon Zehnder Website LinkedIn All Job Openings 1001 - 5000 employees Founded 1964 🎯 Recruiter Recruitment
Professional Services Egon Zehnder is a global leadership advisory and executive search firm that partners with organizations to manage CEO, executive and board succession, leadership assessment and development, and governance. The firm delivers bespoke talent searches, board advisory, executive coaching, cultural transformation and leadership programs through a network of consultants across many countries, serving corporate clients and institutional boards. Financial Services Practice Researcher – Executive Search 🔥 1 hour ago 🏢🏡 Chicago – Hybrid 💵 $85k - $95k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Apply Now Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Serve as the lead expert for multiple simultaneous client projects in collaboration with Consultants and other Researchers
Act as a thought partner to the team on all aspects of projects by identifying and developing a rigorous approach and strategy (e.g., priority targets through market research, utilizing data tools, and scoping out parameters to deliver client solutions at scale and scope)
Guide the project team throughout the search processes to drive strategy, candidate solutions and supporting client materials with a consistent focus on quality and speed
Identify, calibrate and prioritize potential candidates through a thorough research process, the internal Firm network and external resources
Work broadly across different Firm offerings to continue developing a well-rounded understanding of our solutions to identify the best solutions for individual client needs
Create high-quality client documentation (e.g., candidate profiles, role specifications, search strategies, assessment and client progress reports, etc.)
Partner with client teams to develop pitch presentations and business development materials, adapting deliverables and solutions to address specific client needs
Proactively initiate, shape, and drive effective business development activities and other business-related projects, including monitoring relevant market shifts in a segment or function, company updates, and people moves
Act as a partner with consultants to build targeted event lists for business development-related dinners, conferences, and other points of connection
Contribute to the Firm’s knowledge management activities by looking for opportunities to share expertise and best practices, developing a network of people within an industry or functional area and recording pertinent information
Develop an area of subject matter expertise, providing strategic guidance and high-quality insights on important trends and topics to support client teams 🎯 Requirements
Bachelor’s degree required
A minimum of 3 years’ professional work experience (post-undergrad)
Demonstrated functional experience of a similar nature (e.g., market research, qualitative or legal research, professional services/consulting, project planning)
Previous project-based experience working effectively on multiple mandates simultaneously
Ability to effectively operate in a fast-paced, client-driven environment
Exceptional critical thinking and analytical skills
Excellent verbal and written communication ability
Demonstrates very strong attention to detail
Relevant experience in one or more areas related financial services, either academic or professional
Affinity and interest in the executive search industry
Superior engagement management abilities and initiative to lead projects with minimal guidance or supervision
Demonstrated ability to push back constructively and offer solutions
Forward-thinking, structured, and process-oriented thinker
Self-starter mentality with good business judgment Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Similar Jobs Senior Credit Underwriter, Global Leasing, Equipment Finance 🔥 7 hours ago Bank of America 10,000+ employees 🏦 Banking 💸 Finance 💳 Fintech Website LinkedIn All Job Openings Sr Credit Underwriter at Bank of America performing risk assessment and transaction analysis for complex financing solutions. Collaborating with credit and relationship management teams for optimal decision-making. 🏢🏡 Chicago – Hybrid 💵 $80k - $162.5k / year ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Senior Credit Underwriter – Global Leasing, Equipment Finance 🔥 7 hours ago Bank of America 10,000+ employees 🏦 Banking 💸 Finance 💳 Fintech Website LinkedIn All Job Openings Sr Credit Underwriter at Bank of America assessing credit worthiness and providing financial solutions while collaborating with credit and risk teams. Focused on delivering accurate analyses and compliance with policies. 🏢🏡 Chicago – Hybrid 💵 $80k - $162.5k / year ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Senior Customer Success Manager – Core, Sales & Service, Clouds – Financial Services 🔥 17 hours ago Salesforce 10,000+ employees ☁️ SaaS 🤝 B2B 🤖 Artificial Intelligence Website LinkedIn All Job Openings Customer Success Manager driving quantifiable business impact for complex Signature customers. Focused on improving customer adoption and maximizing value from Salesforce investments while integrating multiple product solutions. 🏢🏡 Chicago – Hybrid 💵 $150.1k - $227k / year ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Quantitative Finance Analyst 🕒 Yesterday Bank of America 10,000+ employees 🏦 Banking 💸 Finance 💳 Fintech Website LinkedIn All Job Openings Quantitative Finance Analyst at Bank of America focused on market risk analytics and reporting. Involves developing models, performing statistical analysis, and collaborating with stakeholders. 🏢🏡 Chicago – Hybrid 💵 $89.8k - $153.3k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Financial Systems Platform Lead 🕒 5 days ago Guidehouse 10,000+ employees Website LinkedIn All Job Openings Lead Financial Systems Platform operations aligning systems to finance strategy at Guidehouse. Partner with Finance leadership to improve financial processes and data accuracy. 🏢🏡 Chicago – Hybrid 💵 $155k - $259k / year 💰 Grant on 2023-02 ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor View More Financial Planning and Analysis (FP&A) Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

market researchqualitative researchproject planningcandidate profilingsearch strategiesassessment reportsbusiness developmentdata toolsclient documentationstrategic guidance

Soft Skills

critical thinkinganalytical skillsverbal communicationwritten communicationattention to detailengagement managementinitiativeconstructive feedbackprocess-oriented thinkingself-starter mentality

Certifications

Bachelor's degree